Our goal as professionals, and more simply as people, is to help our clients consider all of their possibilities and take the successes they’ve already achieved even farther. To do this, we must first help you determine how far you want to go and what milestones you’ll achieve along the way. Then, we can develop, refine and activate a focused, long-term financial plan designed to help you span that unique distance. Below, you’ll find the steps we follow to help you take the success you’ve achieved even farther.
Just as a doctor takes your medical history before making any treatment recommendations, we need to have a complete understanding of your financial health before giving you any advice.
We follow a process of planning for potential Critical Financial Events that could affect you. Our purpose is to cushion the effects of the Critical Financial Events in your life so you stay on track and reach your financial goals and objectives.
Based on this information, we will propose a series of financial strategies for implementation.
We will explain the options available to you and discuss the implications of each one. Our clients need to understand how each option will affect their financial affairs now and in the future.
We then suggest the approaches that will help you meet your needs. We will then implement the strategies we agree upon.
We provide our clients with a Personal Financial Policy Statement and a binder which is brought to every meeting. This is really just an executive summary of all the important steps we’ve addressed with details that both of us can understand as well as what critical future steps we need to address.